Project Status
Topics | Status | Notes |
Config 1: |
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o Initial setup – Employees, Roles | Done |
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o Import chart of accounts | Done |
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o Import vendors from QB | Done |
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o GL Balances (Edith to confirm) | Done |
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Config 2: |
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o Import customers from QB and setup beginning balances (AR) | Done |
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o Import inventory items | Done |
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o Import non-inventory items | Done | Template and Import Mapping created for Homeocare. Was able to import few items except those items |
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| that Alex needs to clarify with the accountant, I.e. recognize as expense as soon as item receipt |
Additional Topics Covered |
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o Walk through on Setup > Accounting > Accounting Preferences | Done |
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o Vendor Master Profile | Done |
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o Purchase Order | Done |
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o Customer Master Profile | Done |
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o Sales Order | Done |
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o Item Kits | Done |
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o Created Custom Transaction Form | Done |
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o Created Custom Transaction PDF Form | Done |
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